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fund holdings data for MiFID II investor packages

MiFID II makes issuers more responsible in their approach to investors. At the same time, the possibility of financial partner support is considerably limited. The need to collect shareholder information from issuers themselves is growing. WPFC Consulting GmbH meets these challenges with two specific "Investor Packages": a monthly evaluation of the share ownership of fund investors and a semi-annual peer group analysis. This is based on the fund ownership database of AfU Research GmbH, which is one of the few companies worldwide to capture and evaluate international fund portfolios (currently more than 37,000).